I guess thats the way things are going
Maybe short QQQ and go long VV? Value won't do so bad but growth will find a hard time growing from recent EPS, even without all the fun inflation stuff happening. Whether or not more people find jobs will not result in more spending than when everyone got $1400 in free money. And as things open up, the best that can happen is increased competition for material inputs as shuttered factories/plants play catchup after leaving capital investment off the table for a year. It's not going to be terrible. In fact, it'll be wonderful. But you'll probably find a better deal on most of the equities you own.
Fed might even keep asset purchases up to keep interest rates contained but what worked well in 2020 will not keep going in 2021. And 2022 will nearly be the opposite. Speculation turns into reality turns into speculation for the next phase of the recovery. Best bet is to invest long term, short term will have many surprises in store regardless of opinion.
Though none of this should be considered investment advice. Especially if you disagree.
Fed might even keep asset purchases up to keep interest rates contained but what worked well in 2020 will not keep going in 2021. And 2022 will nearly be the opposite. Speculation turns into reality turns into speculation for the next phase of the recovery. Best bet is to invest long term, short term will have many surprises in store regardless of opinion.
Though none of this should be considered investment advice. Especially if you disagree.
I usually try not to tell you what to do -- too crowded there. I'll point out what price points/trends/patterns the pros are looking at and let you interpret what that means for your portfolio.
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